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Maka
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Mitglied seit ‎Apr 24, 2017
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jcox on Januar 17, 2017
Multi-Currency Deals
I've seen the response to this query is that it is currently unavailable but being able to have deals in a range of currencies would be very useful.
Antworten Idee Deals
173 Likes
112 Antworten
Maka
Teilnehmer/-in
Januar 09, 2018
we also need this in order to completely switch from our old platform to Hubspot deals
hayesnelson on Juni 27, 2017
Use workflow to trigger a sequence
I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. eg; when contact property is set to 'X' Beitrag ansehen
Antworten Idee Sequences Workflows
774 Likes
262 Antworten
Maka
Teilnehmer/-in
Oktober 30, 2017
This would be great to have indeed. I spend too much time kicking the sequences off instead of having it automated...
roarkjanis on April 08, 2017
Allow attachments received in emails to log to CRM
When logging emails to CRM, allow the attachments to be placed into or linked with the Deal or Contact.
Antworten Idee Contacts & Companies Sales Email Extensions & Add-Ins
376 Likes
116 Antworten
Maka
Teilnehmer/-in
Oktober 30, 2017
I would also love to see this in the near future.
samglenn on September 04, 2019
Marketing Emails / Lists / Workflows / Sales Tools - Folders
For all content options that allow you to organize with folders, it would be extremely helpful to be able to create folders within folders for better organization leading to less duplicates and efficiency when looking for content already created my Beitrag ansehen
Antworten Idee Lists Marketing Emails Sales Documents Sequences Snippets & Templates Workflows
404 Likes
167 Antworten
Maka
Teilnehmer/-in
Oktober 30, 2017
@roisinkirby Is there any update on this? Thanks!
maximilianq on Dezember 30, 2016
Renewable/Recurring Deals
Some deals are closed once, but are renewed every week, month or year without having to close them again. Therefore, it would be great to have renewable deals that are automatically shown in the dashboard as recurring revenue. This means Beitrag ansehen
Antworten Idee Deals
464 Likes
134 Antworten
Maka
Teilnehmer/-in
Oktober 26, 2017
@MayPascaud : Is there any update on this? Thanks in advance.
samglenn on September 04, 2019
Marketing Emails / Lists / Workflows / Sales Tools - Folders
For all content options that allow you to organize with folders, it would be extremely helpful to be able to create folders within folders for better organization leading to less duplicates and efficiency when looking for content already created my Beitrag ansehen
Antworten Idee Lists Marketing Emails Sales Documents Sequences Snippets & Templates Workflows
404 Likes
167 Antworten
Maka
Teilnehmer/-in
Oktober 30, 2017
@roisinkirby Is there any update on this? Thanks!
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